WebShop Help Guide
This page is desined as a guide to help you use ther Mailermatic app. Please note that due to the constant updates being carried out, some items of this help file may be out of date. There may also be new features in Mailermatic that don't yet appear on this page.
Table Of Contents
- Customers
- Orders
- Products
- Shipping Costs
- Order Discounts
- Currencies
- Web Pages
- Bulk Email
- Redeem Vouchers
- Reports & Exports
- Configuration
Optional Shop Addons Explained
Vouchers Explained
Your Customer Account -
An Overview.
Customers
Customer Manager Plugin Help Coming Soon!
Orders
Clicking on this link will take you to an overview of all the orders that have been made through your Webshop. It gives you a basic overview of each order including the date the order was raised, the custom who made the order, whether the order was made online or print and post, the transaction status of the order and the amount of the order. There are also a number of actions that can be carried out from this page.
Navigation Options
There are two grey navigation bars that are displayed on all order related pages. One is labelled "Order Options" and the other "Common Reports". These are quick links to various other common administrative features relating to a Webshop order:
Order Options
- Archived Orders - By default, the first page that you see
lists all the current "live" orders. Clicking this link re-filters
the page to display all the orders that have been archived. When viewing Archived
Orders, this link changes to "Live Orders". Clicking this link again
will revert the list back to view live orders.
- Delete Stale Orders - This will take yo to a page that
lists all failed or incomplete orders that have also been archived. These
are the orders that have no effect on your sales and can be deleted. To permanently
delete orders from your system, check the box next to each one you want to
remove and click the "Submit" button at the bottom of the page.
These orders cannot be retrieved once they have been deleted.
- Multiple Process - Most of the time orders are processed
by clicking the "Process Order" button on the main order list page.
However, if you have a large number of orders, you may want to mark several
at once. Simply check the box next to each order you wish to process and click
the button labelled "Process Selected" at the bottom of the page.
This will update the order status and email each user that their order is
currently being processed.
- Multiple Despatch - This is the same principle as the multiple
process option. Once an order has been marked as "being processed"
it then displayes in the list of orders that are available for despatch. Check
the box next to each order you wish to despatch and click the button labelled
"Process Selected" at the bottom of the page. This will update the
order status and email each user notofocation that their order is being shipped.
- Transfer Orders - This is an advanced feature of the administration.
If, for example, you have a customer who has more than one account they may
place an order using one account and then change their mind and want it to
be raised using another account. Rather than deleting the order and starting
again, you can simply assign the order to a different customer. All you need
to know is the Order Number and the unique reference number for the customer
that you want to transfer the order to (not the customer who placed the order).
The unique customer number can be found by clicking on the Webshop icon next
to the appropriate customer from the "Customers" tab.
- Process Credit Cards - This option is only made active if you have the Webshop CC Secure Add-on. It is simply a link to the CC Secure admin panel so you can process credit card details.
- Stock Picking Sheet - If you have a huge warehouse with
dedicated staff, this is the report that they need to know what to pack in
the order.
- Pending Orders - Pretty self explanetory. Displays details of all orders that are pending.
Order Options
- Archive - Should be fairly straight forward. Once an order has been either cancelled or despatched, you no longer need it to display on the page. Check the box next to each order you want to archive and click the "Submit" button at the bottom of the page.
Quickie
- Process Order - This is really designed to keep your customer
informed of the progress of their order. When the order details are being
processed, click this button and it will update the order status so your customers
can view it from their account. It also emails the customer notification.
- Voucher Note - If your customer has bought redeemable vouchers
in their order, click this button to email them instructions on how to redeem
their vouchers/tickets. Click this option instead of the "Process Order"
button.
- Cancel - If for some reason you need to cancel an order,
click this button to update the order status and email notification to the
customer. Possible reasons for wanting to use this option could be if an order
has a failed transaction status or possibly a customer contacts you to request
cancellation of an order.
- Re-Instate - This option only becomes available if the
order has been cancelled by an administrator. It simply updates the order
status to its original "unprocessed" state and emails notification
to the customer.
- Despatch - This option only becomes available after the "Process Order" button has been checked. You should only click this button when you have posted your order to the customer. This simply updates the order status and emails the customer notification that their order is in the post.
- View Details - You can either click on this link or the
order number to view full details of the order, including all the products
that have been purchased, the delivery address, any shipping costs and discounts
and a VAT breakdown.
- Order Status - As well as all the "Quickie"
options that can be applied (Process, Despatch and Cancel), you can manually
add updates and change the status of the order. A example could be that an
item of stock has become temporarily unavailable and you can write a note
to the customer informing them that their order might be a little late. To
use this option, choose a status from the drop down list and write a little
message in the box provided. This will update the status of the order and
email the customer with the details you have entered. From this page you can
also see the status history of the order. The customer can also view their
order status history from the account.
- Trans Status - The transaction status will update automatically
depending on the response sent back to the Webshop from your online payment
merchant. However, occasionally (seriously, very rarely) there might be a
communication failure returning to the Webshop that means you might have to
manually change the status from Incomplete to Successful. Other situations
that will require you to manually change the order status is for print and
post orders (once you have received a cheque) and if you are manually processing
credit cards using our CC Secure add-on.
- Return Items - A very crude way of processing items that
have been returned by a customer. You can choose the quantity of each item
that has been returned and also process a return on the shipping cost. This
effectively raises a "return order" for the customer.
- Re-Send Emails - This link takes you to a page where you
can re-send all the various order related emails to your customers, should
they need it for their records. You can send the following emails to the respective
customer:
1. A link to their online invoice (they can access this any time through their Account)
2. Successful Order Confirmation (originally sent when they successfully complete the payment process)
3. Failed Order Notification (originally sent if their credit card details have not been accepted)
4. Processing Order (originally sent when you click "Process" from the admin)
5. Processing Voucher (originally sent when you click "Voucher from the admin)
6. Order Despatched (originally sent when you click "Despatch" from the admin)
7. Order Cancelled (originally sent when you click "Cancel" from the admin)
8. Order Re-Instated (originally sent when you click "re-instate" after you have initially cancelled an order)
- Delivery Note - Clicking on this link opens up a printable
delivery note for you to send with the order if needed. The delivery note
is just a list of products and quantities that are being shipped with the
current order.
- Invoice - Clicking on this link opens up a printable version
of the invoice for the customer.
- Address Label - This is a combination of the delivery address label and the invoice, which you can fold up and package on the order.
Products
This page lists all of the products you have added to the shop. By default they are ordered by the date added (where the latest product added is at the top of the list. There are a number of filter and ordering options at the top of the list of products.
Navigation Options
There is a grey navigation bar across the top of all product related pages. These are quick links to various other common administrative features relating to a Webshop product:
Product Options
- Products - This is the first page that is displayed and
lists all the products with various options that can be performed for each
product
- Categories - This takes you to a page where you can add,
edit and delete top level categories, which can later be assigned to a product.
Categories cannot be removed if they are already assigned to a product.
- Sub Categories - This takes you to a page where you can
add, edit and delete second level categories, which can later be assigned
to a product. Sub Categories cannot be removed if they are already assigned
to a product.
- VAT Rates - This is where you can administer the various
different VAT types and rates (when inevitably the government increases VAT
in the future). VAT Rates are assigned to the product and the correct price
will be based on this VAT rate.
- Shop Chart - This option is only available if you are running the Webshop with the Product Chart Plugin installed. The link takes you to a page where you can adjust various display options on the Website.
Product Actions
Under the product name column there are 3 icons. These are as follows:
- Edit Details -The first icon is a notepad. This simply
takes you to a form where you can update the product information if required.
The following items can be edited:
- Name - The name of the product
- Introduction Text - A basic introduction of the product if required. A summary of this will appear on the shop list page and the detail page.
- Full Description - Full details and description of the product. These will appear on the product detail page.
- Additional Features - Any additional features required. For example, if you are selling a music CD, you could add the track listing here.
- Ref No. - A unique product code to easily identify this product.
- Options - A comma delimited list of options. For more detailed options with individual prices choose "Multiple Price Options" from the top of the edit page.
- Allow Secondary Options - If you have entered multiple options using the field above and you want to allow customers to choose a secondary option in case their first choice is out of stock, simply check this box. The order will come in displaying something like "small OR large".
- Expiry Date - If your product has a limited life (a voucher or ticket for example), enter a date in this dropdown menu. This will not delete the product but will just make it disappear off the website. You can adjust or remove the expiry date at any time.
- Featured - If somebody views your shop page without selecting a category or sub category or any other type of filter, the featured products are displayed. If you have a custom design for your website, we can also display featured products on a specific custom page.
- Live - Does exactly what it says! Once you have entered all of your product details from the admin, checking this box will make it appear on the website ready for your customers to purchase.
- Weight - You can add a weight in KG to any product. If you have any discounts or shipping premiums dependent on weight, this field is used to calculate them.
- Price - This is where you add the price (NET of VAT) of the product. You can use the + and - links next to this field to remove the VAT on a price if you don't know how to work out the NET amount.
- VAT Rate - This is a drop down list of VAT types and rates that you can administer. This is used to calculate the NET price on the shop.
- RRP Price - You can optionally display the Recommended Retail Price (RRP) for a product if your price is lower to show what good value your shop is!
- RRP Notes - As well as displaying a price, you can also put a few words of explanation as to why your shop is such excellent value!
- Special Offer - Check this box if you want to mark the product as a special offer. The shop list page can optionally be filtered to only display special offer products.
- Offer Price - If you have marked a product as a special offer, you must enter a special offer price (well it wouldn't really be a special offer if it didn't have a lower price now would it?!). If you don't want a different price, simply duplicate the standard price in this box.
- Shipping Premium - You can add an additional premium to a product. Any number entered into this box will be added to the amount entered in the "Price" field above.
- Reason for Premium - If you have added a product-specific premium, you can explain to your customers why the premium has been added. This text will be displayed on the site.
- Personalisable - If you are selling products that can be customized (for example if you are selling items of clothing where a customer can choose to have their name printed on them), simply check this box. The user will then be able to choose their personalisation.
- Personalise Text - You can label this option on the website with something like "Enter your name".
- Personalise Price - By default this feature is free. Entering an amount in this field will add the desired amount to the product price if the customer enters something into the personalised text box
- Character Limit - Entering a numeric value in this text box will limit the number of characters (letters or numbers) that the customer can enter. The maximum is 255.
- Redeemable Item - If the product is being used as a ticket or a redeemable voucher, check this box.
- Voucher Image - If you have selected this product to be redeemable, you can optionally upload an image to appear on the top of the voucher. This just makes the voucher or ticket look better and more professional.
- Preview Voucher - If your product is a voucher or ticket and you have uploaded an image, clicking on this link will give you a preview of the ticket that the customer will see.
- Preview - The magnifying glass allows you to see what the
page will look like on the shop before putting it live.
- Order History - The pound icon takes you to a basic report where you can view all customers who have bought the product and see the transaction status, number sold and number delivered.
There are then 3 checkboxes next to each product for the following actions:
- Live - Once you have added all the details and checked
that everything is alright, you can display it on the Website by checking
this box.
- Featured - An option that can be added to the Webshop on
request is a page that lists featured products. Checking this box will make
products appear in the Featured Items list
- Delete - Should be fairly self explanetory. Checking this box will delete the product permanently. Deleted products may be possible to retrieve by Datapartners staff but there might be a charge for this.
Note: Once you have checked all the options you want, you must click the "Submit Changes" button at the bottom of the page.
Product Options
- Categories - This is a feature to allow you to group your
products into differentr sections on the Webshop. You are taken to a page
where you can assign categories and sub categoriesthat you have setup to the
product. You can assign any combination of category and sub category. Simply
choose the items you wish to assign and click the "Add" button.
The combination will appear underneath and you can delete these by checking
the box next to each item and clicking "Delete".
- Images - You can assign as many images as you like to
a product. Simply locate the photo on your computer by clicking the "Browse"
button and then selecting the photo. Then click the "Upload" button.
You will see an animation telling you that your file is being uploaded. You
must wait until this is finished before uploading any more otherwise your
upload will fail. New images are listed underneath the upload box. You can
also choose which of the uploaded images should be displayed first on the
shop.
- Buying Options - This is an advanced feature that allows
you to assign multiple prices, weights and options to a specific product.
For this feature to work correctly, you must enable "Allow Duplicates
in Shopping Basket" from the Basket Features in Configuration. This feature
will not work if you have elsected to display and calculate product quantity
discounts on the shop page.
- Manage Stock - This form simply allows you to enter the
number of items available. This is needed to prevent customers buying products
that are not in stock. You can choose to display out of stock products but
Datapartners cannot be held responsible if you cannot fulfil an order due
to
- Related Products - This page will display all other live
products and allow you to assign them to the product chosen. This will display
on the product detail page on the Webshop. To assign related products simply
check the box next to each product you want to relate and click "Update
Changes". If you want the relationship to work both ways you must repeat
this action for all related products. For example, if you want to have product
A to show as a related item to product B and you also want product B to show
as a related item to product A, you must assign Related Products for both.
- Duplicate - Fairly self explanetory. This feature allows
you to copy the details of a product, useful if you are selling similar items
(CD's or DVD's for example). You can optionally duplicate all related product
features such as categories, images, files, buying options and customer discounts.
- Shop Meta - This is for exclusive use on the Webshop and
is for search engine purposes. By default, the meta title (that is the title
that appears in the blue bar across your browser!) will display the product
name on the product detail page. You can add your own title if you want it
to be different, as well as keywords and a description. You need to have a
basic understanding of Search Engine Optimization (SEO) to use this feature
successfully.
- Shop Reviews - This option only becomes active if you
have the Product Review Plugin installed. When a customer reviews a product,
it must first be moderated by you to ensure that it is safe to publish. If
you are satisfied that the content is clean, simply click the Authenticate
option. To delete it, press delete.
- Shop Downloads - This feature only becomes active if the Product Downloads Plugin is installed. If you are selling downloadable products on the shop (MP3's for example), simply locate the file on your computer using the "Browse" button and then upload it by clicking "Upload". You can assign multiple files to a product.
Shipping Costs
There are five shipping options. The default is "standard by territory" but you can choose any of the others to apply in addition to this.
- Standard by Territory - There are four regions: United Kingdom, Europe, North America and Rest of World. You must choose your standard shipping premium for each territory. The territory on the website is determined by where the customer is from. If you do not want to apply a regional shipping premium, simply set all prices to zero.
- By Courier - You can enter a name of a courier and any descriptive notes (i.e. how long the delivery time is) and the cost for each.
- By Order Amount - You can specify various benchmark prices and the shipping amount should that benchmark be reached. For example, Amazon have a system whereby if you spend of £15, then you get free shipping. You could say, again for example, that all orders over £0 have a £10 shipping premium but any orders over £10 have a £5 shipping premium etc.
- By Order Weight - You can assign a weight (in KG) to a product. The shopping basket will automatically add up the combined weight of an order. You can say, for example, that any order over £10KG will have an additional shipping premium of £5.
- By Order Quantity - This option is very similar to the order amount but it is based on the number of products that a customer has purchased. You could say, for example that if a customer orders over 100 items in one go, their shipping could have a different value to the standard.
Please not that these shipping options are cumulative. I.e. if you enter values in all five options and all of those apply to an order then all shipping premiums will be added together.
Order Discounts
This optional feature is useful if you want to incorporate a strategic selling scheme on your WebShop. There are 5 different options available:
- By Order Amount - You can apply a discount as a percentage if the total order amount is over a certain threshold. For example you could say that if someone places an order of £100 or more they are entitled to a 5% discount.
- By Order Weight - You can apply a discount as a percentage if the total order is over a certain weight threshold (measured in KG). It is more likely that you would actually want to increase the shipping premium if this was the case, due to the extra cost you would entail, but this option is here nevertheless!
- By Order Quantity - You can apply a discount as a percentage if the customer has ordered over a certain number of items in one transaction. For example you could say that if someone has ordered over 100 items they are entitled to a 5% discount.
- By Promotion Code - You can create as many promotional codes as you like and hand these out as you please. You simply need to enter a title for the promotion, a unique code and stipulate whether this discount is a monetary sum or a percentage. When a customer places an order they will be asked if they have a promotional code and to enter this code on the checkout. If the code matches then the discount will be applied to the order. There is strict validation on this to ensure that the same code cannot be used by the same person more than once. However, a promotion code may be used several times by different people.
- By Customer - This feature is available from the customer list and is titled "Product Discounts". You can either choose an overall percentage discount for a customer (that applies over a certain threshold) or you can specify unique prices for specific products.
Please not that these discount options are cumulative. I.e. if you have set up several discount options an order is placed that fulfils all discoun requirements then all discount amounts will be added together.
Currencies
By default, the WebShop shows currencies in Pounds Sterling (GBP), US Dollars (USD) and Euro's. On this page you can view the current exchange rate (courtesy of www.xe.com) and edit the dollar rate and euro rate accordingly. Warning: It is entirely up to you to ensure that you keep up to date with the exchange rate. Datapartners will hold no responsibility for any inaccuracies.
Redeem Vouchers:
There are two ways for customers to redeem vouchers. They can assign a voucher to someone to use online themselves (in which case this procedure is automatic and you don't have to worry about it!). The second method is for them to print the voucher and use it in one of your stores.
Once the customer has come into your store and used the voucher, you must go into the WebShop admin panel and click on the "Redeem Vouchers" link from the navigation bar. Enter the Voucher number (which can be found on the voucher). You will then be presented with a screen that gives you basic details for that voucher. Simply click the "Redeem" button and that voucher will be marked as "Used" and cannot be used again.
If you enter a voucher number and it does not appear in the list, this means that the voucher is either invalid or has already been redeemed.
Bulk Email
This is just a simple email form that allows you to send a basic plain text email to all your registered users (only those who have opted in to receive information). Simply type in a subject and a message and press the "Send Message" button. If you want to preview the message before sending it, check the box labeled "Preview".
This feature is limited to 150 customers. Once you have more than 150 customer in your database, you will need to upgrade to our dp.mailermatic product.
Configuration
This section of the admin allows you to control certain aspects of your Webshop experience. Due to requests from our many Webshop users, this is an area that is often expanding to include more options to make the Webshop a better product for you!
Email Options
- Global Email Footer - This is where you can add your own signature and the (now mandatory) legal disclaimer. This text will appear at the bottom of every email sent out by the Webshop.
- Voucher Terms & Conditions - This only applies if you have products that are vouchers or tickets. You can enter some basic terms and conditions that will appear on the bottom of every ticket when they are printed.
- Send Copy of customer order emails to administrator - Every time an update is made to the order status, an email is sent to the customer to keep them updated on their order. Checking this box will send you a copy of all of these emails.
You can also add a custom message to the top of all of the emails that are sent out from the webshop. These include:
- Custom Text for Successful Orders
- Custom Text for Failed Orders
- Custom Text for Orders being Processed
- Custom Text for Despatched Orders
- Custom Text for Cancelled Orders
- Custom Text for Reinstated Orders
Display Options
- Display Recommendations - Checking this box will display a list of other products that your customer might be interested in based on what they have added into their shopping basket and what they have ordered in the past. These recommended products will appear on the shopping basket page and the order confirmation page.
- Display Recently Viewed Items - Checking this box will produce a list of products that the customer has viewed whilst in your shop, offering them a quick link back to any products that they might be interested in. This feature will be displayed at the bottom of all shop pages.
- Display Stock Quantity on the site - Checking this box will put a display on the shop to inform the user how many products are available.
- Disable "Add to Order" button when stock qty is 0 - This option is checked by default. If you run out of stock, customer will no longer be able to purchase the item. If you know you are always going to have ready stock you can disable this option by unchecking the box. It is up to you to keep your stock quantity updated, which can be done from the product edit page.
- Hide Buy Button and Qty on Shop list page - You can force your customers to view the product details by not displaying the "Buy" button on the list page.
- Hide No VAT Image - If you have marked any of your products to be exclusive of VAT, by default an icon will appear to inform your customers that the product is VAT exclusive. You can hide this image by checking this box.
- Hide Other Currencies - By default the Webshop displays prices in Sterling and gives the equivalent prices in US Dollars and Euro's. If you don't want to display these other currencies, you can disable them by checking this box.
- Number of Products to List - By default, 10 products are listed on the shop page. You can enter any number above 0. This option is only applicable if you have the verticle or horizontal shop layout. Users who have the quad layout will not have this feature (for obvious reasons!)
- Hide Qty Box and Order Button when Stock qty is 0 - Does exactly what is says on the tin! If any of your stock levels reach zero, you can still have them display on your site but prevent people from adding them to their shopping basket.
- Display text if stock qty is 0 - If you have checked the option above, you can display a global "out of stock" message in place of the quantity box and order button.
- Display Text if product Price is 0 - If you are using the shop as more of a reference site or you just have products that are free, you can display some text in place of the £0 price.
- Destination for "continue shopping" button - By default the continue shopping button takes your customer back to the default shop list, which will display any featured products. You can enter a full URL path in here to redirect users to any page you like.
- Website Logo - This option is only applicable if you are using the standard Webshop template. If we have built a custom design for you, this option will not work. Upload your own header image to the website. The optimum width is 770 pixels wide.
Order Options
- Hide Print & Post Option - By default the webshop gives your customers the ability to pay online or print and post. Why anyone would want to shop on a website and then print out their order and post it is beyond me, so we have built this option to allow you to disable this feature.
- Hide Credit card option on Print & Post Form - Another potential problem with print and post orders is that you may not have the facility to process credit cards yourself. Checking this option will hide the credit card details section of the P+P form and just leave the "Make Cheque Payable To" line.
- Allow Duplicates in the Shopping Basket - By default, any time a customer places the same product into their shopping basket the system simply adds 1 more to the quantity. Checking this box will over-ride this default and will add a new line to the shopping cart instead. This would mainly be useful if you have chosen to add multiple price options to a product and want to allow your customers to add each to their basket.
- Allow customer to add delivery instructions - If you want to give your customers the ability to specify specific requirements for their order, check this box and it will produce a text area for the customer to enter their instructions for you. These instructions will appear on the order detail.
- Allow customer to defer the shipping date - Checking this box will produce an option on the customers checkout page where they can choose their own delivery date. This option is useful for selling trade items to suppliers. This deferred date will appear on the order detail.
- Custom Deferred Date - You may want to set a standard defer date rather than allowing your customers to choose their own. Selecting a date from here will display a simple checkbox on the website, rather than a date selector.
- Custom deferred date message - If you have chosen to specify your own deferred date option, you can write a quick explanation about what it is. For example "click here to defer your order until Christmas".
- Prevent Foreign Online Orders - Being a web-based application, a huge power is the ability to seel you products globally. Howver, if you do not have the resources to ship to foreign countries (or you just don't like foreigners!), check this box and it will prevent any customers outside the UK from making an order. A message will appear at the checkout informing the customer of this.
- Message to Display to Foreign Users - If you have chosen not to accept orders from abroad you can add a custom message here. If you leave this blank the default message will appear.
Transfer Orders
If, for some bizarre reason, a customer decides to register two different accounts and place orders under both, this facility gives you the ability to transfer an order from one customer to another. Simply enter the unique customer ID of the customer that you wish to transfer the order to and enter the unique order number that you wish to transfer. The system will re-assign the order to the chosen customer.Site Content
Create Custom Pages
A big advantage of this WebShop facility is the ability to add, edit and delete pages to your site.
On the left hand side of the page, there are two boxes; one to enter a title for the page and the other to name the page (for admin purposes). To add a new page, simply fill in these two items and press "Add Page". Your page will now appear in the list below. This will also appear on the left navbar on the front of your website. You can change the sort order of these links by clicking on the up and down arrows.
To edit the content of a page, simply click on the page title and the page content will appear in the big text area to the right.
This text area has all the features of a word processor, allowing you to insert tables, bullet points, change font colours and even allows you to drag and drop images into it!
Once you have created your content, press the "Update Page Content" button. To delete a page check the box next to the page you want to remove and press the "Delete Selected" button underneath (you can delete more than one page at a time).
Please note that this content management system is only applicable to this application and has fairly basic features. For a full content management tool, have a look at the Securio Content Manager.
Categories & Sub Categories Content Management
This feature allows you to add article style content to your shop pages. It is based on the dp.litesite module, allowing you to add paragraphs of text with an optional image.
- From the main "Content Management" page choose one of the categories and sub categories.
- Add a title for the article. This will make it easier for you to identify.
- The new article title will appear in the list with two icons.
- Clicking on the image icon allows you to locate an image from your computer and upload it. You can add an optional link to the image and add ALT text.
- Clicking on the text icon allows you to add a block of text. You can also choose whether to have the text left or right aligned to the image.
You can add as many articles as you like to each category and sub category. You can add text on it's own without an image and vise versa.
These articles will be displayed under the correct category or sub category above the product list.
Meta Tags
To help make your shop as search engine friendly as possible you can add your own meta tags to most pages on the site. Meta data is what the search engines read when they spider your site and add it to their index. When people search for things, they will be using "key words" to find what they are looking for. It is important to try to anticipate what you think people will type into search engines to find you and use these in your title, keywords and description.
There are three sections of the site for adding the meta title, meta keywords and meta description:
- Product List Page
- Product Detail Page (also available from the product list page in the admin)
- Custom Pages.
Reports & Exports
This is the section of the admin where you can view various reports to do with stock and sales. From this section you also have the ability to import customer or product data from external sources and export your Webshop data to CSV files.
This is an area where your feedback is most welcome and we can, at the descretion of our Web Development Management, create reports to suit your needs.
Other Webshop Features Explained
Optional Shop Add-ons Explained:
As well as the many features that are built into the Webshop, there are a number of additional add-ons that will plug straight into your site giving extra power to the already mighty product!
These optional add-ons are displayed on the home page of your admin. You can view full details for each add-on by clicking on the relevant icon.
Vouchers Explained:
As mentioned in the "Products" section of this help file, you can select a particular product to be a voucher by checking the "Redeemable Gift" checkbox and optionally uploading an image for the voucher.
Vouchers will appear on the webshop like normal products. The only difference is that after your customer has paid for their goods and returned to the "thank you" page, there will be a message stating that they have vouchers to process and asking them what they want to do. They have two options. They can either keep the voucher or assign it to a friend.
If they choose "keep" one of two things can happen:
- They can either print the voucher and use the printed version in an outlet
(or use them as a ticket for an event), in which case you will need to manually
mark it as having been used by going to the "Redeem Voucher" section
in your admin and entering the unique voucher number.
- They can use it to take the value amount off a future webshop purchase. When they get to the checkout page in a future order it will highlight that they have a redeemable voucher to use. If they check the box, it will deduct the voucher amount off their order. This will automatically mark the voucher as redeemed so you don't need to do anything.
If they choose "assign", they will be prompted to raise an account for somebody else who will be able to perform the two actions mentioned above.
Your customers can do this process at any time by logging into their account.
Customer Account - An Overview:
Your customers have full control over their account. After logging in they can go to "My Account" where they have access to the following areas:
- My Details - This form allows them to update their personal information, including name, address, email, password and to subscribe or unsubscribe from receiving mailings from you.
- My Orders - This page lists all of the orders the customer has made, with the latest at the top. They can view the details of each order, view a printable VAT invoice (if applicable), pay for any incomplete orders made,and track the progress and order status.
- My Recommendations - This page simply lists other products that the customer may be interested in based on their previous purchases. You can optionally select to show these recommendations on the shopping cart page and the order conformation page by selecting the option in the admin.
- My Reviews - This option is only available if you have the Product Review Add-on. For every product that the customer has purchased they can write a review on it and give it a star rating out of 5. Every time a review is added or amended, an email is sent to you informing you that a review has been submitted. You can then moderate the review and mark it as live so it appears on the website. All reviews submitted by customers must be moderated by you before they will appear. You can also add reviews yourself from the admin by clicking on the "Reviews" link on the product list page.
- My Wishlists - COMING SOON!
- My Downloads - This option is only available if you have the Downloadable Products Add-on. All products that your customers have purchased that have downloads will appear in this list for them to download. Only downloads from successfully paid for orders will appear in this list.
- My Price Lists - From this page, your customers can have a quick glance at all products in your shop and their prices. If you have set up any customer-specific discounts, they can also view their custom price list.
- My Vouchers - This page will list all unprocessed vouchers that the customer has purchased and kept for themselves. They can print these vouchers at any time or redeem them on the Webshop.
- Assign Vouchers - This page lists all of the vouchers that your customer has purchased an has yet to either keep or assign to someone else. They can perform either action at any time. For more information, read the "Vouchers Explained" section above.